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Ishares Tr etf msci usa shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Ishares Tr etf msci usa

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr etf msci usa by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $924k 12k 76.19
2020-06-30 $542k 7.7k 69.96
2020-03-31 $405k 7.1k 57.43
2019-12-31 $349k 4.9k 71.12
2018-09-30 $346k 5.4k 63.84